PCG Wealth Advisors’s Union Pacific UNP Stock Holding History

PCG Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Hold	1,151	–	–	0.07%	142
2026 Q1	$279K	Hold	1,151	–	–	0.07%	141
2025 Q4	$266K	Hold	1,151	–	–	0.08%	134
2025 Q3	$272K	Hold	1,151	–	–	0.08%	129
2025 Q2	$265K	Hold	1,151	–	–	0.14%	75
2025 Q1	$272K	Hold	1,151	–	–	0.09%	111
2024 Q4	$262K	Hold	1,151	–	–	0.1%	111
2024 Q3	$284K	Hold	1,151	–	–	0.11%	102
2024 Q2	$260K	Hold	1,151	–	–	0.11%	101
2024 Q1	$283K	Hold	1,151	–	–	0.13%	91
2023 Q4	$283K	Hold	1,151	–	–	0.16%	84
2023 Q3	$234K	Hold	1,151	–	–	0.15%	90
2023 Q2	$236K	Hold	1,151	–	–	0.15%	93
2023 Q1	$232K	Hold	1,151	–	–	0.15%	95
2022 Q4	$238K	Sell	1,151 -1,243	-52%	-$255K	0.15%	91
2022 Q3	$466K	Buy	2,394 +1,197	+100%	+$265K	0.17%	78
2022 Q2	$255K	Hold	1,197	–	–	0.18%	73
2022 Q1	$327K	Buy	1,197 +253	+27%	+$63.9K	0.21%	63
2021 Q4	$238K	Buy	+944	New	+$224K	0.17%	68

Other funds holding UNP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCG Wealth Advisors's UNP Position: Q2 2026 in Review

PCG Wealth Advisors held its Union Pacific (UNP) position steady in Q2 2026 at 1,151 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #142.

PCG Wealth Advisors first reported a position in UNP in Q4 2021 and has held it in 19 quarters since. The position peaked at $466K in Q3 2022. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

PCG Wealth Advisors held 1,151 shares of Union Pacific worth $313K as of Q2 2026.
PCG Wealth Advisors left its Union Pacific share count unchanged in Q2 2026.
Union Pacific made up 0.07% of PCG Wealth Advisors's portfolio in Q2 2026, its #142 holding.
PCG Wealth Advisors first reported a position in Union Pacific in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's Union Pacific position peaked at $466K in Q3 2022.
2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.